Delegation of Goal Permissions

Prior to this enhancement, when managers were out of the office, they were unable to delegate goal creation and view-only permissions to another staff member.

With this enhancement, managers can assign the following existing goal permissions to select subordinates when they are away from the office for an extended period:

  • Snapshot Goals - View Goals
  • Employee Goals - Create

The Share Permissions page can be accessed from the following pages:

  • My Account - Select the Settings icon in the upper-right corner of the screen, and select the My Account link. Then, from the Options drop-down menu, select Share Permissions.
  • My Team - From the My Team page, place the computer cursor over the black arrow of your ID card on the left. From the list of options that appears to the right, select Share Permissions.

For more information, See Share Permissions.

Implementation

This functionality is automatically enabled for all organizations using the Performance module.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Employee Goals - Create

Allow user to Create Goals for other employees (other than self and subordinates). The constraints on this permission determine with which employees a user can align their goals. This permission can be constrained by OU, User's OU, Employee Relationships, and User. This is an administrator permission.

Note: If this permission is constrained by Employee Relationships, assigned co-planners can create, view, and approve goals.

 Performance - Administration

Snapshot Goals - View

Enables user to view their own goals, and others’ public goals, using the Goals widget and subpage within the Universal Profile - Snapshot page, for users within their permission constraints. This permission can be constrained by Employee Relationship, OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, and User's Direct Reports.

Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

Note: Managers can assign this permission to select subordinates when they are away from the office for an extended period.

 Universal Profile